See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,592 | $133,922-23.4% | $116,228-11.7% | $142,382-27.9% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.6%+16.4pp | 80.1%+10.8pp |
| Annual return | 18.07% | 147.76%-129.7pp | 90.06%-72.0pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,797 | $3,446-47.8% | $2,994-40.0% | $4,299-58.2% |
| Participant deferral / active EE | $6,454 | $5,672+13.8% | $4,953+30.3% | $6,507-0.8% |
| Admin fee / account holder | $1,814 | $14,945-87.9% | $11,989-84.9% | $12,624-85.6% |